Skills
Packaged, reusable capabilities Claude can invoke to complete specific tasks.
What are you trying to do?
calculator-design
Designing interactive calculators (ROI calculators, pricing estimators, savings projections, mortgage calculators, custom assessments) that deliver real decision-support value while serving as lead magnets and qualified-traffic generators. Honest about vanity-calculator (no real value), lead-trap (h
carta-download-tearsheet
Download tear sheets for your portfolio companies and funds on Carta. For tear sheet requests, use carta-lp-reporting-routing instead.
tres-invoice-bill-matching
Match TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don'
carta-valuation-history
Fetch 409A valuation history and current fair market value (FMV) for a company. Use when asked about 409A valuations, FMV, exercise prices, common stock price, or valuation expiration dates. Do NOT use for cross-portfolio FMV comparisons across companies — prefer a portfolio-benchmarks skill.
carta-compliance-routing
Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc
programmatic-seo
How to design and run a programmatic SEO program that produces durable traffic instead of penalty-bait. Data source identification, template design, schema patterns, quality control at scale, internal linking architecture, crawl budget management, AEO/GEO for programmatic pages, refresh discipline,